Plante Moran Financial Advisors, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1424717
SOUTHFIELD, MI
Position in WPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$72,109
-$11,999 QoQ
Shares Held
642
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#738
of 849 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $73,260 across 3 Gold names. WPM ranks #1 (98.4% of the industry book) .
All Filings in WPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,109 | 642 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $84,108 | 642 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $58,995 | 502 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $56,143 | 502 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $45,079 | 502 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $50,770 | 654 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $28,232 | 502 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $33,960 | 556 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $26,314 | 502 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $23,659 | 502 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,401 | 150 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $6,082 | 150 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $6,483 | 150 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,224 | 150 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,862 | 150 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,854 | 150 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $13,511 | 375 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $7,137 | 150 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $8,586 | 200 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $7,516 | 200 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $8,814 | 200 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $26,747 | 700 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $29,218 | 700 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $34,349 | 700 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $8,810 | 200 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $5,506 | 200 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||